Artificial intelligence company Anthropic has agreed to commit more than $100 billion to Amazon's AWS cloud platform over the next ten years to train and run its Claude chatbot. The deal, announced this week, includes an immediate $5 billion investment from Amazon, with the potential for an additional $20 billion in the future, bringing Amazon's total investment in Anthropic to $28 billion.
As part of the agreement, Anthropic will secure up to five gigawatts of Amazon's Trainium chips to power its AI models. Amazon CEO Andy Jassy said, 'Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it’s in such hot demand.' AWS customers will also gain access to the full Anthropic-native Claude console within the AWS platform.
Anthropic, valued at $380 billion, ranks as the third most valuable private firm behind SpaceX and OpenAI, according to Renaissance Capital. The company, founded by former OpenAI employees in 2021, released its first version of Claude in 2023. Despite not yet being profitable, Anthropic projects sales of $14 billion over the next year.
The partnership, which began in 2023, aims to accelerate generative AI adoption. Amazon reports that 100,000 customers currently run Anthropic Claude models on AWS. However, the company has faced tensions with the US government; in February, the Trump administration ordered agencies to stop using Anthropic's technology, citing national security concerns. Anthropic CEO Dario Amodei resisted the move, and a federal appeals court recently upheld a Pentagon blacklisting of the company.
